MONEY MASTERS

Macquarie: Income Opportunities Fund

Brett Lewthwaite. executive director & head Macquarie Investment Management

The Macquarie Income Opportunities Fund aims to provide security for investors during periods of low market yield, through its disciplined yet flexible investment philosophy. This Money Masters course with Brett Lewthwaite will explore how the fund aims to achieve investment returns over the medium to long-term, what type of investor is best suited to the fund and the team that supports it.

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What you'll learn /

The Macquarie Income Opportunities Fund masterclass with Brett Lewthwaite will give you insights into:

 

How the Macquarie Income Opportunities Fund provides investors with security during periods of low yield
How the fund achieve investment returns over the medium to long term
What type of investor is best suited to the Macquarie Income Opportunities Fund

About the expert /

Brett Lewthwaite /

executive director & head Macquarie Investment Management


Brett Lewthwaite is an executive director and head of Macquarie Investment Management, Fixed Income and Currency. He has over 20 years’ experience in financial services, including 13 at Macquarie. As the lead senior portfolio manager for the Income Opportunities Fund, Brett is responsible for the management of cash, credit, fixed interest and currency portfolios which amount to approximately $40 billion in assets.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
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Outline of the course /

Snapshot

Brett Lewthwaite is an executive director and head of Macquarie Investment Management, Fixed Income and Currency. He has over 20 years’ experience in financial services, including 13 at Macquarie. As the lead senior portfolio manager for the Income Opportunities Fund, Brett is responsible for the management of cash, credit, fixed interest and currency portfolios which amount to approximately $40 billion in assets.

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01.
Overview

Fund philosophy

The Macquarie Income Opportunities Fund’s investment philosophy is based on capital preservation and a strong respect for liquidity.

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02.

Fund objectives

The Macquarie Income Opportunities Fund aims to deliver regular income and higher returns than traditional cash investments.

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03.

The team

The Macquarie Income Opportunities Fund is supported by a large global team across three locations.

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04.
Structure and objectives

Unique aspects of the fund

A combined approach that values both capital preservation and flexibility sets the Macquarie Income Opportunities Fund apart in the market.

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05.

Buy and sell disciplines

The Macquarie Income Opportunities Fund approaches the market with two main disciplines – macro themed sector rotation and detailed credit analysis.

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06.
Best suited for

The ideal investor

The Macquarie Income Opportunities Fund has attracted a strong following over the past few years as investors increasingly look towards alternative solutions in the fixed income environment.

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07.

Risks and returns

As a conservative strategy, the Macquarie Income Opportunities Fund should be relatively stable in its performance profile.

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08.

Investment horizon

Macquarie Income Opportunities Fund is designed to be a through-the-cycle investment solution and offer optimum returns over the medium to long term time horizon.

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09.

Test yourself /